Blue Ridge ESOP Associates Industry News

IRC Section 409(p) Testing – What is it?

Posted by Ray Mazurowski, QKA

Dec 21, 2023 2:26:44 PM

My ESOP third party administrator (TPA) is asking me to “please verify whether you have synthetic equity and any new family groups.” Why are they asking?

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Topics: S-Corp, 409p Testing

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